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Kohmann Bosshard Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972K Sell
19,220
-243
-1% -$12.2K 0.08% 89
2026
Q1 		$971K Sell
19,463
-103
-0.5% -$5.2K 0.09% 84
2025
Q4 		$984K Buy
19,566
+3,274
+20% +$165K 0.09% 102
2025
Q3 		$816K Sell
16,292
-6,109
-27% -$300K 0.08% 103
2025
Q2 		$1.1M Hold
22,401
– – 0.12% 73
2025
Q1 		$1.11M Buy
22,401
+255
+1% +$12.8K 0.13% 74
2024
Q4 		$1.11M Buy
22,146
+6,075
+38% +$307K 0.13% 74
2024
Q3 		$822K Buy
16,071
+974
+6% +$49.4K 0.1% 87
2024
Q2 		$757K Buy
15,097
+201
+1% +$10.1K 0.1% 88
2024
Q1 		$754K Hold
14,896
– – 0.1% 88
2023
Q4 		$760K Buy
14,896
+2
+0% +$98 0.12% 82
2023
Q3 		$716K Buy
14,894
+239
+2% +$11.8K 0.12% 79
2023
Q2 		$736K Buy
+14,655
New +$736K 0.13% 81

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Kohmann Bosshard Financial Services's VTEB Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q2 2026, selling an estimated $12.2K and leaving 19,220 shares worth $972K. The position accounts for 0.08% of the portfolio, ranked #89.

Kohmann Bosshard Financial Services first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2025. 568 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kohmann Bosshard Financial Services held 19,220 shares of Vanguard Tax-Exempt Bond Index Fund worth $972K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 243 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $12.2K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #89 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • Kohmann Bosshard Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.11M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.